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Ashlea Ayer

Ashlea Ayer, CFP®
Wealth Advisor Truist Bank

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2351

Ashlea.Ayer@Truist.com

Phone 954-765-7380

Fax 954-779-2906

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About me

Background

Ashlea Ayer is a Wealth Advisor with Truist Bank, offering clients more than 15 years of comprehensive wealth management experience, with a team approach that brings together specialists in financial planning, credit, and estate strategies.

As a CERTIFIED FINANCIAL PLANNER™ professional, Ashlea holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep experience of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree in Finance
University of Florida 2001 2005

Personal Interests

Ashlea is a native of Fort Lauderdale, FL, and a graduate of the University of Florida, with a degree in finance, and the Florida Trust School.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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